Course overview
Start hereAI for Accounts Receivable Specialists
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Renata's Wednesday, two ways

9 lessons · 24 prompts

A day in the life of an Accounts Receivable Specialist: what changes with these prompts.

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Renata is an accounts receivable specialist at a mid-sized building supplies company.

Renata starts Wednesday with 63 open invoices and a coffee she keeps reheating. Northline Hardware is 45 days past due on invoice 10482, and a new customer needs a billing email that explains a freight charge without confusing them. She opens ChatGPT and uses the invoice drafting prompt to shape a short, clear message. She edits two lines so it sounds like her company.

Next she pulls the overdue reminder prompt. She asks for a friendly first reminder for Northline, then a firmer version she can send next week if payment does not arrive. Claude gives her both drafts in a few minutes. She checks the account history, adds the exact invoice number and amount, and schedules the first message.

After lunch, Renata uses the collections call prep prompt in Gemini. She enters a few notes about Northline, and the AI returns a call script, a quick account summary, and a voicemail she can leave if no one answers. She practices the opening line once, then makes the call. The customer asks for a payment plan, so Renata writes down the details to prepare options tomorrow.

Before she leaves, Renata runs the aging report priorities prompt on the week's report. It turns a long spreadsheet into a short list: who to call today, who needs a written reminder, and who is waiting on a dispute. She sends the summary to her team and closes her laptop on time. She uses the extra hour to pick up her daughter from practice instead of asking for a later pickup.

Before

  • Inbox full of reminder drafts
  • Sticky notes on aging reports
  • Calls start with a rushed breath
  • Reconciliation tabs left open late

After this course

  • Reminders go out before lunch
  • Call notes ready in one place
  • Aging list clear by nine
  • Time for a real break

What you'll learn

  • Invoice drafting: Draft clear invoice details and customer emails that explain charges without confusion.
  • Overdue reminders: Write reminder messages that move from friendly to firm while keeping the relationship respectful.
  • Collections call prep: Prepare call scripts, account summaries, and voicemail messages before you contact a customer.
  • Cash application: Read remittance advice and match payments to invoices with fewer manual guesses.
  • Reconciliation checks: Build checklists, find mismatches, and document payment differences in plain notes.
  • Aging report priorities: Turn aging reports into clear daily priorities and short summaries for your team.
  • Credit memos and disputes: Draft credit memo reasons and reply to billing disputes with calm, factual language.
  • Plans and admin: Prepare payment plan options and internal approval requests, and learn accounting or software tasks faster with AI.

How this course works

  1. 9 lessonsOne task of your job each, from invoice drafting basics to ar admin and learning.
  2. Ready-to-paste promptsCopy, fill in the parts in {{brackets}}, paste into ChatGPT, Claude or Gemini.
  3. Tick and completeTick the prompts you tried and mark each lesson complete.
  4. Get certifiedFinish and keep the prompts as your own library.